USDC-এর গতি ডিজিটাল ফাইন্যান্সকে পুনর্গঠন করছে

আসল मेट्रिक नहीं सप्लाई—এটি is वेलोसिटी

আমি USDC-এর ସপ্লাইয়ের କথা ଭাবি नা।আমি भाबि कि कতनা fast it moves।

$61.2B-এর ସারফসিক, USDC USDT-এর ଚেয়ে volume-এ  অগণও ভব কখ কখ कख कख▓; � ﹇ ﹔ � ﹇ ﹔ �

এটা luck-ই {�} not।

এটা architecture。

The Arbitrum Flippening

September 2024-এ, Arbitrum One-ত USDC quietly USDT-কে overtakes supply—আর Q1 2025-ত, dominance absolute: supply ratio flipped from 2:1 to 0.2:1。

Why?

Hyperliquid bridge surged from \(600M to \)3.6B TVL in six months。

USDC win because it was bigger? No। It won because it was faster—and better integrated into L2 settlement rails。

DeFi Meets TradFi—And It Works

Circle didn’t build a stablecoin for crypto natives। They built a monetary primitive for institutions that hate custody risk but crave yield। Daily trading volume? Up 406% since 2021। Daily active users? CAGR of 143%—faster than Ethereum L1 adoption in ’17–’19। This isn’t growth—it’s institutional migration, encoded in smart contracts。

The AR Model That Sees What Others Miss

I built a self-regressing model (AR) with sliding windows: daily, weekly, monthly cycles—all calibrated quarterly against Coinbase flows and Fed rate shifts。 Prediction error? ±1.5% over three years。 The model doesn’t predict supply—it predicts momentum: a spike in minting before an ETF inflow event, a dip before a redemption cascade, a lag before regulatory news drops। We’re not forecasting numbers—we’re reading sentiment through code。